Cornerstone Investment Partners, LLC
CIK 1328062
13F filing for Q2 2026・No. 1,289
- Holdings
- US$2.99B
- Quarter change
- +US$611.08M
- Entries
- 312
- Net bought (estimate)
- +US$121M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 90
- Sold out 69
- Cut 153
- Added 64
- Corporate actions 2
- Unchanged 5
Largest holdings
312 stocks worth US$2.99B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KLACKLA CorporationCOM | AddedSplit 7:1 | 607,345 | US$183.24M | 6.13% |
| AMATApplied Materials Inc.COM | Cut | 218,915 | US$158.28M | 5.29% |
| GOOGLAlphabetCOM | Cut | 436,781 | US$156.09M | 5.22% |
| MUMicronCOM | CutSplit 1:2 | 134,961 | US$155.78M | 5.21% |
| TSMTSMC ADRADR | Added | 309,088 | US$147.61M | 4.93% |
| VVisa Inc.COM | Added | 362,532 | US$124.38M | 4.16% |
| AVGOBroadcomCOM | Cut | 322,229 | US$121.72M | 4.07% |
| AMZNAmazonCOM | Added | 481,377 | US$114.73M | 3.84% |
| METAMetaCOM | Added | 199,210 | US$112.21M | 3.75% |
| URIUnited Rentals Inc.COM | Added | 96,492 | US$109.31M | 3.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.